Page 5 - Demo

Our ProcessOur wealth management system allows you to connect all of your financial accounts into a single, securetool. Using the wealth management portal, we%u2019ll work together to build a plan that will organize yourfinancial life, allowing you to stay connected to your finances and your financial advisor.Engage and collaborate by utilizing different aspects of this program, such as the education center, whichprovides articles and e-books on just about anything you%u2019d like to learn. Your customized profile can alsohelp you keep track of your goals and objectives.1847 Personal Financial ViewOrganizerHere you can enter all of your accounts, such as checking, savings, credit cards, mortgage, insurance and retirement accounts. Your plan is only as good as your data!InvestmentsIn this section, you will be able to track all of your investments, review your asset allocation and track your performance.Decision CenterWe like to call it your %u201cDream Board.%u201d Once we have a firm grasp on your core goals and objectives, we can help you start to dream about the things that are important to you.Home PageHere you will see a summary of your financial world. Your current net worth, investments, protection and spending/budgeting all neatly organized so you can understand your wealth.WorkshopInteractive sliders in the workshop help you assess your financial situation. See what choices will impact your overall plan.Education CenterIn the education center, you can choose from a wide variety of e-books and articles that cover any topic you could possibly want to learn more about.The VaultOur clients use the vault in a variety of ways. Store important financial documents such as wills, trusts, birth certificates or other personal items like pictures and video messages.